⁠Quiver Quantitative
We posted this report two weeks ago.

$CRNX has now risen 12% since Representative Gottheimer's purchase.

It's up 6% today. https://t.co/QhwOFoj16P
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⁠Librarian Capital
Aviation Industry Profit Pool by Activity (2022)
(Morgan Stanley; Mauboussin, etc.) h/t @trengriffin

Mostly as one would expect
GDS and Catering look odd
But I am not current

Also, Y-Axis is ROIC - WACC (a questionable concept) and data is 2022 (full traffic recovery was 23Q4) https://t.co/ZVOtnZcXQV
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⁠Stock Analysis Compilation
Diamond Hill on Whitehaven Coal $WHC AU

Thesis: Whitehaven Coal’s transition to metallurgical coal and favorable demand-supply dynamics make it a strong undervalued play in the coal sector

(Extract from their Q2 letter) https://t.co/dzwvjPdGqP
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⁠Quiver Quantitative
JUST IN: 🇺🇸 Representative Greg Landsman has bought stock in NextEra Energy, $NEE. https://t.co/qWPTeZbzuW
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AkhenOsiris
$ZS $OKTA

Zscaler and Okta Enhance Enterprise Cybersecurity with New Zero Trust Integrations
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AkhenOsiris
$70B $MRVL up 44% in 9 weeks 😂

If markets were efficient these opps would never happen
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⁠Quiver Quantitative
BREAKING: Donald Trump's net worth has fallen $570M over the last hour, per our estimates.

Trump Media stock, $DJT, has plummeted this afternoon.

That is over two Pelosis of net worth, in a single hour: https://t.co/eJO7McHKqt
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⁠Stock Analysis Compilation
Clearbridge on Fabrinet $FN US

Thesis: Fabrinet’s leadership in data center networking, especially in AI server clusters, positions it as a key player in the rapidly growing IT infrastructure market

(Extract from their Q2 letter) https://t.co/TdOwQX9jSB
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⁠App Economy Insights
📺 US TV Time September 2024:

Streaming 41.0% (+3.5pp Y/Y).

• YouTube 10.6% (+1.6pp Y/Y).
• Netflix 7.9% (+0.1pp Y/Y).
• Prime Video 3.6% (flat Y/Y).
• Disney+ 2.5% (+0.6pp Y/Y).
• Hulu 2.4% (-1.2pp Y/Y).

Source: Nielsen. $GOOG $NFLX $AMZN $DIS https://t.co/1nMXor6lMF
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